Mather Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Mather Group’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-670	Closed	-$12.8K	–	1001
2025 Q3	$12.8K	Buy	+670	New	+$12.8K	﹤0.01%	1217

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PPG

Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mather Group's FPF Position: Q4 2025 in Review

Mather Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2025, closing a stake of 670 shares — an estimated $12.8K sold.

Mather Group first reported a position in FPF in Q3 2025 and held it in 1 quarter. The position peaked at $12.8K in Q3 2025. 117 funds tracked by Wall St. Rank hold FPF as of Q4 2025.

Mather Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2025 after selling out during the quarter.
Mather Group sold 670 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2025, an estimated $12.8K.
Mather Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2025 and held it in 1 quarter.
Mather Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $12.8K in Q3 2025.
117 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.